Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Marathon Trends - Trend Following
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
1.43%
6 Months
11.95%
0.81%
1 Year
7.86%
7.79%
3 Years
—
9.10%
5 Years
—
—
Since Inception
0.34%
17.42%
Fund Age
13 mo
8 yrs 11 mo
AUM
₹18.23 Cr
₹342.11 Cr
Alpha – 1 Year
3.14%
3.07%
Alpha – 3 Years
—
−2.99%
Information Ratio – 3 Years
—
0.29
Volatility – 1 Year
25.09%
17.73%
Volatility – 3 Years
—
15.85%
Beta – 1 Year
1.36
1.00
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.20
0.21
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
9.10%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−18.22%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.58%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 48% · M 3% · S 35%
L 40% · M 35% · S 22%
Number of Stocks
13
23
Portfolio P/E
14.34
21.69
Top 5 Holdings
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%